U.S. Communications Stock News

IREN (NasdaqGS:IREN) is back in focus after securing a $9.7 billion multi year AI cloud deal with Microsoft, plus a major GPU procurement agreement with Dell, cementing its shift away from pure crypto mining. See our latest analysis for IREN. Those deals arrive after a wild ride for IREN, with a steep pullback in recent months but a powerful year to date share price return of over 300 percent and multi year total shareholder returns that still signal strong, if volatile, momentum. If this AI...

If you are wondering whether Micron Technology is still good value after its massive run, or if you are late to the party, this breakdown will help you separate story from numbers. The stock has surged recently, with a 22.5% gain over the last week, 23.4% over the past month, and an eye catching 216.4% year to date, adding to a 210.7% 1 year return and a 471.7% gain over 3 years. Investors have been piling into memory and AI related chip names as optimism grows around long term demand for...

Warren Buffett's decision to step down as CEO of Berkshire Hathaway (BRK.A) while staying on as chair finally puts a date on succession, but it also underlines how little is actually changing day to day. See our latest analysis for Berkshire Hathaway. The leadership clarity has come after a strong run, with Berkshire’s share price delivering an 11.1% year to date share price return and a powerful 62.5% three year total shareholder return. This suggests momentum in the story remains very much...

Wondering whether Adobe's share price still reflects its long term potential, or if the market has already priced in the upside? This breakdown will help you decide if it deserves a spot on your watchlist right now. Adobe has had a choppy run, slipping about 0.6% over the last week but still climbing 10.6% in the past month. Even so, the stock is down 20.1% year to date and 21.3% over the last year, which hints at shifting sentiment and possible repricing of its growth story. Recent...

News (NWSA) has been quietly grinding higher, with the stock up about 5% over the past month even as its past 3 months performance remains weak. That gap is where things get interesting. See our latest analysis for News. Stepping back, that recent 1 month share price return sits against a modest year to date share price decline and a slightly negative 1 year total shareholder return. At the same time, the 3 year total shareholder return above 50% still flags a longer term uptrend, suggesting...

In recent weeks, Louisiana-Pacific has attracted renewed attention as RBC Capital and Barclays reiterated positive ratings, while Director Stephen E. MacAdam increased his personal shareholding through fresh insider purchases. This combination of upbeat analyst views and insider buying highlights growing internal and external confidence in the company’s direction despite earlier mixed earnings. Next, we’ll explore how this upswing in insider buying shapes Louisiana-Pacific’s investment...

Uber Technologies (UBER) has been on a choppy ride lately, with the stock slipping around 3 % over the past month and roughly 17 % in the past 3 months despite solid long term returns. See our latest analysis for Uber Technologies. The recent pullback comes after a strong run, with the share price still up solidly year to date and backed by a robust 1 year and 3 year total shareholder return. This suggests long term momentum rather than a structural breakdown in the story. If Uber’s moves...

Taysha Gene Therapies (TSHA) has caught investors attention after securing FDA Breakthrough Therapy Designation for its Rett syndrome candidate TSHA-102 and locking in a pivotal REVEAL trial design with an interim analysis aimed at a future filing. See our latest analysis for Taysha Gene Therapies. The excitement around TSHA-102 and the FDA Breakthrough Therapy Designation has helped fuel a powerful rerating, with the stock posting a 30 day share price return of about 29 percent and a roughly...

In recent months, analysts have highlighted Delek Logistics Partners LP’s resilience amid oil price volatility, citing stronger operating margins, revenue growth, and rising third‑party client activity, alongside healthy liquidity and high distribution yields. An interesting angle is that this operational improvement and growing third‑party business suggest Delek Logistics Partners is becoming less dependent on its sponsor, potentially broadening and stabilizing its cash flow base over...

Talen Energy (TLN) just turned heads in the latest PJM capacity auction, clearing 8,745 megawatts at rich prices, and now the stock is riding a wave of AI driven power demand optimism. See our latest analysis for Talen Energy. Those PJM wins and the leadership reshuffle seem to be reinforcing a story investors already liked. The latest share price is $380.75, and a strong year-to-date share price return of 79.40 percent has pushed the 1-year total shareholder return to 84.07 percent,...

Crinetics Pharmaceuticals (CRNX) has been quietly grinding higher, with the stock up around 11% over the past month and more than 36% in the past 3 months, drawing fresh attention from biotech investors. See our latest analysis for Crinetics Pharmaceuticals. That recent 11.5% 1 month share price return caps a sharp 36.2% 3 month share price rebound for Crinetics, even though the year to date share price return remains slightly negative and the 1 year total shareholder return is still in the...

Booking Holdings (BKNG) is back in the spotlight after raising its transformation program savings target to as much as $550 million, unveiling a viagogo partnership, and facing fresh legal risk from a Berlin court ruling. See our latest analysis for Booking Holdings. Those cost savings, new partnerships, and the Berlin ruling all land as the share price trades around $5,439, with a robust 1 month share price return of 11.57 percent and a powerful 3 year total shareholder return of 182.22...

Advanced Micro Devices (AMD) just landed in the spotlight after reports that Alibaba may order 40,000 to 50,000 MI308 AI accelerators, a move enabled by renewed U.S. approval for limited GPU exports to China. See our latest analysis for Advanced Micro Devices. The Alibaba headlines land on top of a powerful run, with AMD’s 90 day share price return of about 33% and one year total shareholder return above 70%. This shows that momentum is still very much building around its AI story. If this...

Boeing (BA) just picked up a multi year U.S. Navy contract to upgrade and extend the life of F/A 18E/F Super Hornets, giving investors clearer defense revenue visibility through 2028 despite softer commercial orders. See our latest analysis for Boeing. The contract news lands after a busy few months, from Moody’s reaffirming Boeing’s credit rating to Citi calling it a turnaround play and investors cheering commentary that the stock has likely bottomed. The backdrop is a 20.67% 1 month share...

Merck (MRK) has outpaced the broader market recently, with shares up roughly 7% over the past month and more than 30% in the past 3 months. This performance has put its valuation firmly back in focus. See our latest analysis for Merck. Zooming out, Merck’s recent 90 day share price return of 31.84% and 1 year total shareholder return of 9.59% suggest momentum is clearly building rather than fading at its current share price of $105.04. If Merck’s run has you rethinking the healthcare space,...

Wondering if Broadcom is still worth buying after its massive run, or if you are turning up late to the party? This breakdown will help you figure out whether the current price stacks up against its fundamentals. Over the last week the stock is up 7.1%, even after a 7.6% slide over the past month, and it is still boasting a hefty 50.6% gain year to date and 47.1% over the last year, on top of eye catching 3 and 5 year returns of 570.5% and 793.0% respectively. Recent headlines have focused...

Wondering if McKesson is still worth buying after such a big run, or if the value has already been priced in? This breakdown is designed to help you decide with confidence. After climbing 45.8% year to date and 43.2% over the last year, the stock has cooled slightly, with a 1.9% gain in the past week and a 4.7% pullback over the last month. This hints at both strong momentum and rising questions about upside from here. Recent headlines have focused on McKesson expanding its role in...

Wix.com (WIX) just doubled down on its global commerce ambitions, rolling out more local payment options across Europe and plugging Stripe’s new Agentic Commerce Suite into its platform to better tap emerging AI-driven sales channels. See our latest analysis for Wix.com. Even with these product wins and a $104.71 latest share price, momentum has been mixed, with a strong 1 month share price return but a sharply negative year to date share price return and a still solid 3 year total...

Wondering if Novavax at around $6.80 is a bargain or a value trap? You are not alone, and that is exactly what we are going to unpack here. The stock has nudged up about 4.1% over the last week and 2.6% over the last month, but those short term gains still sit against a much tougher backdrop, with the share price down around 20.7% year to date and 94.3% over five years. Recent moves have been shaped by shifting market sentiment around the long term demand for Novavax's COVID related products...

If you have been wondering whether Fortinet is a bargain or a value trap at today’s price, you are not alone. This breakdown is designed to give you a clear, no jargon answer. Despite being down about 14.9% year to date and 17.5% over the last year, the stock has still delivered a 68.5% return over 3 years and 172.5% over 5 years, which indicates that longer term holders have been rewarded for their patience. Recent moves in Fortinet’s share price have been shaped by ongoing demand for...

Wondering whether Rezolve AI at around $2.80 is a bargain in the making or a value trap, this article will walk you through the numbers in plain English. The stock has bounced 16.7% over the last week even though it is still down 12.5% over 30 days and 31.5% year to date, and long term holders are sitting on a 72.3% drawdown over three years. That recent short term strength has come as investors refocus on Rezolve AI's position in AI driven software, with renewed interest in smaller names...

In December 2025, Oklo announced it had completed multi-day uranium fast reactor critical tests with Los Alamos National Laboratory at the U.S. Department of Energy's National Criticality Experiments Research Center, marking the first public technical milestone for its Pluto fast test reactor project. This early validation work on surplus uranium as a potential bridge fuel is a key step toward Oklo’s longer-term plan to power its compact Aurora reactors for data centers and grid...

Rocket Lab (RKLB) just landed its largest ever U.S. Space Development Agency contract to build 18 missile warning satellites, while also setting a record year for flawless Electron launches. The stock has surged accordingly. See our latest analysis for Rocket Lab. That backdrop of record government wins and flawless launches has clearly shifted how investors see Rocket Lab, with an 81.8% 1 month share price return and a 2055.87% 3 year total shareholder return pointing to strong, still...

In recent months, Qualivian Investment Partners exited its position in Copart, Inc. after citing increased competition and a softer fundamental backdrop, including slower volumes from the insurance vertical that contributes about 80% of Copart’s revenues. The firm specifically pointed to RB Global-backed IAA’s more aggressive pricing and the loss of a national insurance carrier contract, underscoring how shifts in insurer relationships can quickly alter the economics of Copart’s core...